Bitcoin

This move reinforces the narrative that AI is becoming a direct consumer of high-end hardware (GPUs, TPUs), competing with crypto mining for chip supply. For crypto, this could pressure mining profitability if AI demand drives up hardware costs, but also opens opportunities for decentralized compute projects. The market's current fear (F&G 27) means any tech optimism might be muted, but AI-driven selloffs in crypto are unlikely.

Google announced a $100 AI Ultra subscription plan and new features for its AI Plus, Pro, and Ultra subscribers at I/O 2026.